Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellevue, WA area, Shane Phillips will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Who is Shane Phillips and what services does he offer?
Shane Phillips is a financial advisor at Ameriprise Financial Services in Bellevue, WA, specializing in investments, wealth preservation strategies, and family finances.
Where is Shane Phillips - Financial Advisor located?
The office is located at 929 108th Ave NE, Ste 1200, Bellevue, WA 98004, USA.
Does Shane Phillips offer online financial advising appointments?
Yes, Shane Phillips offers online appointments as well as onsite services.
How can I contact Shane Phillips via phone or email?
You can reach Shane Phillips at +1 425-372-4734 or via email at Shane.Phillips@ampf.com.
Does Shane Phillips have an online presence where I can learn more about his services?
Yes, you can visit his profile on the Ameriprise advisors website or connect on LinkedIn and Facebook.
How can I schedule a consultation with Shane Phillips?
You can schedule a consultation through the Ameriprise contact page at https://www.ameripriseadvisors.com/team/baker-phillips-wealth-management/contact.
What financial associations is Shane Phillips affiliated with?
He is associated with APMA, CRPC, and CEPA.
What nearby financial advisors or services are located close to Shane Phillips' office?
Nearby financial advisors and services include Youch Advisory Group, David Huang, Matthew Truscott, Casey Sullivan, and Lynn Van Moppes, among others, which offer additional options for financial advising in the area.
Are there notable nearby businesses or offices where I might stop before or after a meeting with Shane Phillips?
Yes, places like Salesforce, CBRE, HDR, and Snowflake Bellevue are nearby corporate offices you might visit or pass through in downtown Bellevue.
Is there a nearby place to grab food or drinks near Shane Phillips' office?
Sam's Tavern, a burger and American restaurant with a bar, is located nearby and is a convenient option for food and drinks close to the office.